Team

A native of Sonoma County, Ken has been a financial advisor since 2001. In order to better serve his clients, he earned the AAMS® (Accredited Asset Management Specialist) designation from the College of Financial Planning. Ken truly...

Tif has been a CERTIFIED FINANCIAL PLANNER™ for over 27 years. His comprehensive approach to planning and investing ensures that each client’s unique needs will be carefully heard and addressed. He has long been a fierce...

Linda began her career in the financial services industry in 1998. As the Director of Client Services in our Santa Rosa location Linda interacts with clients daily and assists with their inquiries on their accounts. Linda follows the...

With over 10 years of experience in the financial services industry, Sheila brings a high standard of customer care to her role as Director of Client Services in our Rohnert Park office. She is dedicated to providing complete, accurate...

Shannon Magner, our Client Services Assistant, has over 15 years of experience working in the accounting and banking services industry and is a valuable member of the Santa Rosa team. Shannon's excellent organizational and client...

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